Opportunity Description
Trust Officer
This role is for a wealth management or trust professional to service trusts and investments. This is a relationship-based role, where customers can span generations. This role can service private and corporate trust accounts.
Trust Officer Qualifications:
- Bachelor’s degree or equivalent.
- JD and/or Masters degree preferred
- 2+ years of relevant trust administration experience.
- Strong team mate who enjoys collaboration with internal partners
- CTFA, CFP, CFA, CES, or equivalent preferred
- Trust investment knowledge and/or experience with brokerage and/or delivery of trust services through alternative channels